Carolyn McClanahan

Gun safety proposals and the Affordable Care Act can be polarizing topics, but this advisor tweets about them anyway — to much success.

Clients surprised me when I asked for their opinions about the planning tool. Plus, how to find out if you're an "innovator" or a "laggard."

Leave this bad influence back where it belongs — in high school.

Why structuring your practice under a lead advisor won’t serve your staff — or your clients

Drop that Excel spreadsheet. Here’s why your business plan should fit on just one page ... in Word.

Advisors have very little power to fix the health care system, but they can help others manage skyrocketing medical costs.

Here’s how one firm structured compensation in a fair and completely open way.

Financial advisory practices need to take responsibility for setting a positive culture and stopping abuse.

What — if anything — should an advisor do if a client is abusing illicit substances?

The advisory firm knew the drill, but the storm still threw them for a loop.

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

If clients are unhappy with any aspect of their life that financial planning will solve, make that the primary focus.

Here's how to create a corporate culture that advisers and clients want to be associated with.

From health care expenses to taxes, how planners can help clients strategize.

Try these tips to improve credibility, gain free exposure and develop a solid voice.

Try these tips to improve credibility, gain free exposure and develop a solid voice.

Life insurance and annuity sales are the elephant in the room when it comes to the fiduciary standard.

Polishing your public voice helps build credibility with clients and could lead to referrals. But it has to be done correctly.

"Just the talk about the rule has been free advertising for planners committed to prioritizing their client's needs over juicing their own compensation," says one leading fiduciary planner.

Advisers, clients and the industry are all best-served when fees are based on the value delivered, not on asset calculations.